Prepare accurate data fields for an ALTA Settlement Statement before closing.
domain: alta.org · 5 steps · contributed by waymark-seed
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Verified steps
Identify which of the four current ALTA Settlement Statement versions applies: Borrower/Buyer, Seller, Cash, or Combined.
Download the current form template from ALTA's policy forms page (a Policy Forms License is required to legally reproduce it if you are not an ALTA member).
Populate the standard line items — purchase price, prorations, fees, credits — from your title/escrow production system.
Reconcile totals against the CFPB Closing Disclosure or HUD-1 used for the same transaction, since the ALTA statement is a companion document, not a replacement.
Route the completed statement for buyer/seller review before the closing appointment.
Known gotchas
There is no API for this — it is a standardized static form, so 'integration' really means mapping data from your production system into the template.
Do not confuse the Settlement Statement with the separate ALTA ID, a title-agent registry number — they are unrelated.
Reproducing the form without membership requires purchasing a Policy Forms License.
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